See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AMERICAN PORTFOLIOS FINANCIAL4+ years Filed as: AMERICAN PORTFOLIOS Service code 49 1045 E ATLANTIC AVE · DELRAY BEACH, FL 33483 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,900 | $35,485-29.8% | $74,550-66.6% | $55,725-55.3% |
| Participation rate | 42.7% | 62.5%-19.9pp | 69.1%-26.5pp | 70.9%-28.2pp |
| Annual return | -6.07% | 0.72%-6.8pp | 32.53%-38.6pp | 244.93%-251.0pp |
| Employer contribution / active EE | $655 | $777-15.7% | $1,961-66.6% | $2,078-68.5% |
| Participant deferral / active EE | $1,307 | $2,181-40.1% | $3,108-58.0% | $3,356-61.1% |
| Admin fee / account holder | $0 | $114-100.0% | $5,060-100.0% | $115-100.0% |